NRDS

NERDWALLET, INC.CIK 1625278 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

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0 trades · 0 insiders

Open-mkt sales · 90d

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0 trades · 0 insiders

Net · 90d

Insiders on file

AI insights for NRDS PRO

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AI insights for NRDS

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

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Insiders

Insider	Role	Trades	Bought	Sold	Last trade
Mischner Sam Brian	Chief Revenue Officer	3	$0	$0	2026-09-01
Lee Jun Hyung	Chief Financial Officer	9	$0	$0	2026-09-01
Tatum Nicholas	Chief Accounting Officer	17	$0	$200.9K	2026-09-01
Chen Tim Chao-Ming	Chief Executive Officer, Director, 10% Owner	54	$2.47M	$0	2026-09-01
McBirney Collin	Other	3	$0	$17.86M	2026-06-30
Topline Capital Partners, LP	10% Owner	5	$5.28M	$17.86M	2026-06-30
Chia Teresa	Director	2	$0	$0	2026-05-22
Ling Anthony	Director	3	$0	$0	2026-05-21
Laube Lynne Marie	Director	5	$0	$0	2026-05-21
MCBRIDE KENNETH THOMAS	Director	5	$0	$0	2026-05-21
YOUNT SAMUEL	VP, General Manager	52	$0	$18.21M	2026-03-17
Ceran Jennifer	Director	5	$0	$80.8K	2025-05-21
StClair Lauren	Chief Financial Officer	18	$0	$417.0K	2025-03-03
Topline Capital Management, LLC	Other	2	$5.28M	$0	2024-10-22
TAYLOR MAURICE KEVIN	Director	5	$0	$8.8K	2024-05-14
Yuann Kevin	Chief Business Officer	31	$0	$447.9K	2024-03-21
Caine John	Chief Product Officer	2	$0	$334.3K	2022-12-05
Institutional Venture Partners XIV, L.P.	10% Owner	1	$0	$0	2022-11-07
Gillease Kelly	Chief Marketing Officer	14	$0	$104.8K	2022-09-01
Loverro Thomas	Director	1	$0	$0	2022-05-25
Innovius Capital GP I, LLC	10% Owner	2	$0	$0	2021-11-08
Phelps Dennis B	10% Owner	2	$0	$0	2021-11-08
ROBINSON JAMES D III	Director	4	$0	$0	2021-11-08
HIRSCH RONALD	Chairman	38	$34.8K	$0	2014-12-16
Beaty Ross J	10% Owner	1	$0	$0	2014-08-27
SEYMOUR STEPHEN	Director	8	$0	$0	2014-02-28
Cook John F	Director	5	$0	$0	2012-12-31
Hamilton Douglas P	Director	5	$0	$0	2012-12-31

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2026-09-01	2026-09-03	2,990	$9.78	$29.2K	69,466	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2026-09-01	2026-09-03	7,723	$9.78	$75.5K	539,160	SEC↗
Mischner Sam Brian	Chief Revenue Officer	F Tax w/h	2026-09-01	2026-09-03	22,643	$9.78	$221.4K	228,121	SEC↗
Lee Jun Hyung	Chief Financial Officer	F Tax w/h	2026-09-01	2026-09-03	13,299	$9.78	$130.1K	354,783	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2026-09-01	2026-09-03	2,990	$9.78	$29.2K	69,466	SEC↗
Mischner Sam Brian	Chief Revenue Officer	F Tax w/h	2026-09-01	2026-09-03	22,643	$9.78	$221.4K	228,121	SEC↗
Lee Jun Hyung	Chief Financial Officer	F Tax w/h	2026-09-01	2026-09-03	13,299	$9.78	$130.1K	354,783	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer, Dir	F Tax w/h	2026-09-01	2026-09-03	7,723	$9.78	$75.5K	539,160	SEC↗
Topline Capital Partners, LP	10% Owner	S Sale	2026-06-30	2026-06-30	454,872	$9.27	$4.22M	3,289,285	SEC↗
McBirney Collin	Other	S Sale	2026-06-30	2026-06-30	454,872	$9.27	$4.22M	3,289,285	SEC↗
Topline Capital Partners, LP	10% Owner	S Sale	2026-06-29	2026-06-30	587,835	$9.22	$5.42M	3,744,157	SEC↗
McBirney Collin	Other	S Sale	2026-06-29	2026-06-30	587,835	$9.22	$5.42M	3,744,157	SEC↗
Topline Capital Partners, LP	10% Owner	S Sale	2026-06-26	2026-06-30	919,153	$8.95	$8.23M	4,331,992	SEC↗
McBirney Collin	Other	S Sale	2026-06-26	2026-06-30	919,153	$8.95	$8.23M	4,331,992	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2026-06-01	2026-06-03	15,309	$8.75	$134.0K	546,883	SEC↗
Lee Jun Hyung	Chief Financial Officer	F Tax w/h	2026-06-01	2026-06-03	47,876	$8.75	$418.9K	368,082	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2026-06-01	2026-06-03	3,263	$8.75	$28.6K	72,456	SEC↗
Mischner Sam Brian	Chief Revenue Officer	F Tax w/h	2026-06-01	2026-06-03	1,572	$8.75	$13.8K	249,725	SEC↗
Chia Teresa	Director	A Award	2026-05-22	2026-05-26	19,710	—	$0	39,474	SEC↗
Chia Teresa	Director	A Award	2026-05-22	2026-05-26	19,764	—	$0	19,764	SEC↗
Laube Lynne Marie	Director	A Award	2026-05-21	2026-05-26	19,494	—	$0	79,627	SEC↗
Ling Anthony	Director	A Award	2026-05-21	2026-05-26	19,494	—	$0	55,436	SEC↗
MCBRIDE KENNETH THOMAS	Director	A Award	2026-05-21	2026-05-26	19,494	—	$0	90,526	SEC↗
Ling Anthony	Director	A Award	2026-05-20	2026-05-21	17,946	—	$0	35,942	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award deriv	2026-03-18	2026-03-20	256,653	—	$0	831,916	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award	2026-03-18	2026-03-20	128,326	—	$0	415,958	SEC↗
Tatum Nicholas	Chief Accounting Officer	A Award	2026-03-18	2026-03-20	28,517	—	$0	75,719	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-17	2026-03-19	6,154	$10.26	$63.1K	307,885	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-17	2026-03-19	35,402	$10.33	$365.7K	314,039	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-17	2026-03-19	6,154	$10.26	$63.1K	349,441	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-17	2026-03-19	24,278	$10.33	$250.8K	173,973	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-12	2026-03-16	211	$10.60	$2.2K	355,595	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2026-03-12	2026-03-16	2,800	$10.61	$29.7K	198,251	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2026-03-05	2026-03-06	10,151	$11.45	$116.2K	47,202	SEC↗
Tatum Nicholas	Chief Accounting Officer	G Gift	2026-03-04	2026-03-06	595	—	$0	57,353	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2026-03-04	2026-03-06	298	$11.45	$3.4K	57,948	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2026-03-04	2026-03-06	595	$11.45	$6.8K	58,246	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2026-03-02	2026-03-04	2,827	$11.08	$31.3K	58,841	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2026-03-02	2026-03-04	11,095	$11.08	$122.9K	562,192	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2026-03-02	2026-03-04	3,779	$11.08	$41.9K	433,578	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2025-12-03	2025-12-05	596	$15.93	$9.5K	62,858	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2025-12-03	2025-12-23	1,191	$15.93	$19.0K	62,263	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-12-02	2025-12-04	15,945	$16.04	$255.8K	358,116	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2025-12-02	2025-12-05	4,862	$15.41	$74.9K	437,357	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2025-12-02	2025-12-05	15,309	$15.41	$235.9K	573,287	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2025-12-02	2025-12-05	2,511	$15.41	$38.7K	63,454	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-11-26	2025-12-01	10,000	$15.07	$150.7K	374,061	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2025-11-24	2025-11-26	3,741,387	—	$0	0	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2025-11-24	2025-11-26	1,001,360	—	$0	3,640,481	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2025-11-24	2025-11-26	2,740,027	—	$0	19,380,838	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-11-24	2025-11-26	5,040	$14.28	$72.0K	384,061	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-11-14	2025-11-18	521	$14.25	$7.4K	389,101	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-11-13	2025-11-17	12,129	$14.34	$173.9K	389,622	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-11-13	2025-12-23	14,439	$14.34	$207.1K	387,312	SEC↗
Tatum Nicholas	Chief Accounting Officer	S Sale	2025-10-02	2025-10-06	4,272	$10.76	$46.0K	68,020	SEC↗
Tatum Nicholas	Chief Accounting Officer	G Gift	2025-10-02	2025-10-06	2,055	—	$0	65,965	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2025-09-02	2025-09-04	2,511	$10.26	$25.8K	72,292	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2025-09-02	2025-09-04	15,310	$10.26	$157.1K	588,596	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2025-09-02	2025-09-04	4,862	$10.26	$49.9K	440,835	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2025-07-11	2025-07-15	201,544	$10.59	$2.13M	445,697	SEC↗
YOUNT SAMUEL	Chief Business Officer	A Award deriv	2025-06-03	2025-06-05	125,581	—	$0	125,581	SEC↗
YOUNT SAMUEL	Chief Business Officer	A Award	2025-06-03	2025-06-05	62,790	—	$0	647,241	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2025-06-02	2025-06-04	15,309	$10.52	$161.1K	603,906	SEC↗
Tatum Nicholas	Chief Accounting Officer	F Tax w/h	2025-06-02	2025-06-04	1,985	$10.52	$20.9K	74,803	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2025-06-02	2025-06-04	2,067	$10.52	$21.7K	584,451	SEC↗
Ling Anthony	Director	A Award	2025-05-22	2025-05-23	17,996	—	$0	17,996	SEC↗
MCBRIDE KENNETH THOMAS	Director	A Award	2025-05-21	2025-05-23	18,137	—	$0	71,032	SEC↗
Ceran Jennifer	Director	A Award	2025-05-21	2025-05-23	18,137	—	$0	54,236	SEC↗
Laube Lynne Marie	Director	A Award	2025-05-21	2025-05-23	18,137	—	$0	60,133	SEC↗
Tatum Nicholas	Chief Accounting Officer	A Award	2025-03-21	2025-03-25	26,178	—	$0	76,788	SEC↗
YOUNT SAMUEL	Chief Business Officer	A Award deriv	2025-03-18	2025-03-20	132,612	—	$0	132,612	SEC↗
YOUNT SAMUEL	Chief Business Officer	A Award	2025-03-18	2025-03-20	66,306	—	$0	585,657	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award deriv	2025-03-17	2025-03-19	239,693	—	$0	239,693	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award deriv	2025-03-17	2025-03-19	335,570	—	$0	575,263	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award	2025-03-17	2025-03-19	167,785	—	$0	287,632	SEC↗
Lee Jun Hyung	Chief Financial Officer	A Award	2025-03-17	2025-03-19	119,847	—	$0	119,847	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2025-03-03	2025-03-05	5,494	$10.09	$55.4K	307,606	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2025-03-03	2025-03-05	11,077	$10.09	$111.8K	619,215	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-01-03	2025-01-07	53,186	$13.46	$715.9K	201,051	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-01-03	2025-01-07	106,278	$13.46	$1.43M	401,751	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-01-02	2025-01-02	293,472	$13.49	$3.96M	508,029	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2025-01-02	2025-01-02	146,864	$13.49	$1.98M	254,237	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-30	2025-01-02	1,001	$13.45	$13.5K	401,101	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-30	2025-01-02	2,002	$13.45	$26.9K	801,501	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-19	2024-12-23	14,079	$12.70	$178.8K	803,503	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-19	2024-12-23	7,045	$12.70	$89.5K	402,102	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-18	2024-12-19	51,518	$13.14	$676.9K	409,147	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-18	2024-12-19	102,947	$13.14	$1.35M	817,582	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-17	2024-12-19	38,197	$13.41	$512.2K	460,665	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-17	2024-12-19	76,327	$13.41	$1.02M	920,529	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-16	2024-12-17	47,547	$13.39	$636.7K	996,856	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-16	2024-12-17	23,794	$13.39	$318.6K	498,862	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-13	2024-12-17	25,410	$13.40	$340.5K	522,656	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-13	2024-12-17	50,775	$13.40	$680.4K	1,044,403	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-12	2024-12-13	33,353	$13.63	$454.6K	548,066	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-12	2024-12-13	66,647	$13.63	$908.4K	1,095,178	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-11	2024-12-13	21,735	$13.79	$299.7K	581,419	SEC↗
YOUNT SAMUEL	Chief Business Officer	S Sale	2024-12-11	2024-12-13	43,432	$13.79	$598.9K	1,161,825	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2024-12-02	2024-12-04	15,310	$14.04	$215.0K	630,292	SEC↗
StClair Lauren	Chief Financial Officer	S Sale	2024-12-02	2024-12-04	11,856	$14.04	$166.5K	313,100	SEC↗
YOUNT SAMUEL	Chief Business Officer	F Tax w/h	2024-12-02	2024-12-04	1,331	$14.04	$18.7K	519,351	SEC↗
Topline Capital Partners, LP	10% Owner	P Buy	2024-10-22	2024-10-23	412,055	$11.35	$4.68M	5,251,145	SEC↗
Topline Capital Management, LL	Other	P Buy	2024-10-22	2024-10-23	412,055	$11.35	$4.68M	5,251,145	SEC↗
Topline Capital Partners, LP	10% Owner	P Buy	2024-10-21	2024-10-23	49,722	$12.05	$599.2K	4,839,090	SEC↗
Topline Capital Management, LL	Other	P Buy	2024-10-21	2024-10-23	49,722	$12.05	$599.2K	4,839,090	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2024-09-03	2024-09-06	11,913	$12.60	$150.1K	324,007	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2024-09-03	2024-09-06	14,485	$12.60	$182.5K	645,602	SEC↗
YOUNT SAMUEL	VP, General Manager	F Tax w/h	2024-09-03	2024-09-06	1,327	$12.60	$16.7K	519,733	SEC↗
YOUNT SAMUEL	VP, General Manager	S Sale	2024-08-19	2024-08-21	5,000	$12.01	$60.0K	2,329,471	SEC↗
YOUNT SAMUEL	VP, General Manager	S Sale	2024-07-03	2024-07-03	7,500	$15.04	$112.8K	2,334,471	SEC↗
YOUNT SAMUEL	VP, General Manager	S Sale	2024-07-02	2024-07-03	5,000	$14.66	$73.3K	2,341,971	SEC↗
YOUNT SAMUEL	VP, General Manager	F Tax w/h	2024-06-03	2024-06-05	886	$13.89	$12.3K	2,346,971	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2024-06-03	2024-06-05	12,019	$13.89	$166.9K	335,920	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2024-06-03	2024-06-05	10,779	$13.89	$149.7K	660,087	SEC↗
Ceran Jennifer	Director	S Sale	2024-05-24	2024-05-29	5,897	$13.70	$80.8K	36,099	SEC↗
TAYLOR MAURICE KEVIN	Director	A Award	2024-05-14	2024-05-16	11,061	—	$0	45,320	SEC↗
MCBRIDE KENNETH THOMAS	Director	A Award	2024-05-14	2024-05-16	11,061	—	$0	52,895	SEC↗
Laube Lynne Marie	Director	A Award	2024-05-14	2024-05-16	11,061	—	$0	41,996	SEC↗
Ceran Jennifer	Director	A Award	2024-05-14	2024-05-16	11,061	—	$0	41,996	SEC↗
Yuann Kevin	Chief Business Officer	A Award	2024-03-21	2024-03-25	59,340	—	$0	282,818	SEC↗
StClair Lauren	Chief Financial Officer	A Award	2024-03-21	2024-03-25	98,661	—	$0	347,939	SEC↗
YOUNT SAMUEL	VP, General Manager	S Sale	2024-03-05	2024-03-05	1,335	$16.71	$22.3K	2,347,857	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2024-03-01	2024-03-05	3,018	$16.91	$51.0K	223,478	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2024-03-01	2024-03-05	10,318	$16.91	$174.5K	249,278	SEC↗
YOUNT SAMUEL	VP, General Manager	F Tax w/h	2024-03-01	2024-03-05	1,050	$16.91	$17.8K	2,349,192	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2024-03-01	2024-03-05	10,930	$16.91	$184.8K	670,866	SEC↗
YOUNT SAMUEL	VP, General Manager	S Sale	2024-02-23	2024-02-27	6,309	$16.17	$102.0K	2,350,242	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,468,573	—	$0	1,468,573	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,468,573	—	$0	1,468,573	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,468,574	—	$0	1,468,574	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,319,560	—	$0	1,319,561	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,319,560	—	$0	1,319,560	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	1,932,076	—	$0	16,744,369	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	966,038	—	$0	966,038	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	966,038	—	$0	966,038	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	G Gift deriv	2023-12-12	2023-12-14	4,405,720	—	$0	0	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2023-12-05	2023-12-07	2,730	$12.08	$33.0K	226,496	SEC↗
YOUNT SAMUEL	VP, General Manager	F Tax w/h	2023-12-05	2023-12-07	1,345	$12.08	$16.2K	2,356,551	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2023-12-05	2023-12-07	10,418	$12.08	$125.8K	259,596	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2023-12-05	2023-12-07	13,377	$12.08	$161.6K	681,796	SEC↗
TAYLOR MAURICE KEVIN	Director	G Gift	2023-11-10	2023-11-14	8,769	—	$0	34,259	SEC↗
TAYLOR MAURICE KEVIN	Director	S Sale	2023-11-02	2023-11-06	800	$11.04	$8.8K	43,028	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2023-09-12	2023-09-13	6,650	$8.21	$54.6K	695,173	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2023-09-11	2023-09-13	23,938	$8.40	$201.1K	688,523	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-09-05	2023-09-06	2,570	$8.96	$23.0K	229,226	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2023-09-01	2023-09-06	10,621	$9.14	$97.1K	270,014	SEC↗
YOUNT SAMUEL	VP, General Manager	F Tax w/h	2023-09-01	2023-09-06	6,147	$9.14	$56.2K	2,303,064	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2023-09-01	2023-09-06	10,446	$9.14	$95.5K	664,585	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2023-09-01	2023-09-06	2,731	$9.14	$25.0K	231,796	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-06-02	2023-06-05	2,570	$9.97	$25.6K	234,527	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2023-06-01	2023-06-05	10,621	$9.58	$101.7K	279,246	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2023-06-01	2023-06-05	2,731	$9.58	$26.2K	237,097	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2023-06-01	2023-06-05	10,446	$9.58	$100.1K	675,031	SEC↗
MCBRIDE KENNETH THOMAS	Director	A Award	2023-05-24	2023-05-26	15,120	—	$0	41,834	SEC↗
TAYLOR MAURICE KEVIN	Director	A Award	2023-05-24	2023-05-26	15,120	—	$0	43,828	SEC↗
Laube Lynne Marie	Director	A Award	2023-05-24	2023-05-26	15,120	—	$0	30,935	SEC↗
Ceran Jennifer	Director	A Award	2023-05-24	2023-05-26	15,120	—	$0	30,935	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2023-05-09	2023-05-11	30,838	$8.38	$258.4K	685,477	SEC↗
Yuann Kevin	Chief Business Officer	A Award	2023-03-15	2023-03-17	42,594	—	$0	239,828	SEC↗
Yuann Kevin	Chief Business Officer	A Award	2023-03-15	2023-03-17	5,178	—	$0	197,234	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	A Award	2023-03-15	2023-03-17	234,785	—	$0	645,639	SEC↗
StClair Lauren	Chief Financial Officer	A Award	2023-03-15	2023-03-17	5,178	—	$0	289,867	SEC↗
StClair Lauren	Chief Financial Officer	A Award	2023-03-15	2023-03-17	78,845	—	$0	284,689	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-03-03	2023-03-03	1,225	$21.58	$26.4K	192,056	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-03-02	2023-03-03	2,357	$21.14	$49.8K	193,281	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2023-03-01	2023-03-03	5,322	$20.42	$108.7K	410,854	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2023-03-01	2023-03-03	7,611	$20.42	$155.4K	205,844	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2023-03-01	2023-03-03	1,576	$20.42	$32.2K	195,638	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-02-27	2023-03-01	2,450	$20.00	$49.0K	197,214	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2023-01-17	2023-01-18	6,526	$10.23	$66.8K	199,664	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-12-16	2022-12-19	26,888	$9.29	$249.8K	416,176	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-12-12	2022-12-13	1,500	$9.97	$15.0K	206,190	SEC↗
Caine John	Chief Product Officer	S Sale	2022-12-05	2022-12-06	27,974	$11.95	$334.3K	126,973	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-12-02	2022-12-05	1,188	$12.94	$15.4K	207,690	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2022-12-01	2022-12-05	5,042	$13.17	$66.4K	389,288	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2022-12-01	2022-12-05	7,398	$13.17	$97.4K	213,455	SEC↗
Caine John	Chief Product Officer	F Tax w/h	2022-12-01	2022-12-05	11,015	$13.17	$145.1K	154,947	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2022-12-01	2022-12-05	1,325	$13.17	$17.5K	208,878	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-11-11	2022-11-14	1,500	$13.14	$19.7K	210,203	SEC↗
Institutional Venture Partners	10% Owner	J Other	2022-11-07	2022-11-09	800,000	—	$0	3,654,541	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-10-11	2022-10-12	1,500	$11.28	$16.9K	211,703	SEC↗
TAYLOR MAURICE KEVIN	Director	A Award	2022-10-01	2022-10-03	28,708	—	$0	28,708	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-09-12	2022-09-14	1,500	$11.27	$16.9K	213,203	SEC↗
StClair Lauren	Chief Financial Officer	F Tax w/h	2022-09-01	2022-09-06	7,535	$10.28	$77.5K	220,853	SEC↗
Gillease Kelly	Chief Marketing Officer	F Tax w/h	2022-09-01	2022-09-06	3,112	$10.28	$32.0K	159,337	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	F Tax w/h	2022-09-01	2022-09-06	5,177	$10.28	$53.2K	394,330	SEC↗
Yuann Kevin	Chief Business Officer	F Tax w/h	2022-09-01	2022-09-06	1,362	$10.28	$14.0K	214,703	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-08-11	2022-08-11	10,000	$9.85	$98.5K	399,507	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-08-10	2022-08-11	1,500	$10.11	$15.2K	216,065	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-08-09	2022-08-11	30,000	$9.60	$288.0K	389,507	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-07-11	2022-07-13	1,500	$8.83	$13.2K	217,565	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	A Award deriv	2022-07-01	2022-07-06	11,990	—	$0	11,990	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	A Award deriv	2022-07-01	2022-07-06	586,778	—	$0	586,778	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	A Award	2022-07-01	2022-07-06	239,507	—	$0	359,507	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-06-09	2022-06-13	1,500	$11.14	$16.7K	219,065	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-06-03	2022-06-06	1,155	$11.90	$13.7K	220,565	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-06-02	2022-06-06	1,396	$11.99	$16.7K	221,720	SEC↗
StClair Lauren	Chief Financial Officer	S Sale	2022-06-02	2022-06-06	5,532	$11.99	$66.3K	225,611	SEC↗
Gillease Kelly	Chief Marketing Officer	S Sale	2022-06-02	2022-06-06	3,191	$11.99	$38.3K	162,449	SEC↗
Ceran Jennifer	Director	A Award	2022-05-25	2022-05-26	15,815	—	$0	15,815	SEC↗
Loverro Thomas	Director	A Award	2022-05-25	2022-05-26	15,815	—	$0	15,815	SEC↗
Laube Lynne Marie	Director	A Award	2022-05-25	2022-05-26	15,815	—	$0	15,815	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-05-09	2022-05-11	3,524	$8.08	$28.5K	223,116	SEC↗
MCBRIDE KENNETH THOMAS	Director	A Award	2022-04-01	2022-04-05	26,714	—	$0	26,714	SEC↗
StClair Lauren	Chief Financial Officer	A Award deriv	2022-03-24	2022-03-28	214,041	—	$0	214,041	SEC↗
Gillease Kelly	Chief Marketing Officer	A Award deriv	2022-03-24	2022-03-28	108,447	—	$0	108,447	SEC↗
Yuann Kevin	Chief Business Officer	A Award deriv	2022-03-24	2022-03-28	85,616	—	$0	85,616	SEC↗
StClair Lauren	Chief Financial Officer	A Award	2022-03-24	2022-03-28	85,616	—	$0	231,143	SEC↗
Gillease Kelly	Chief Marketing Officer	A Award	2022-03-24	2022-03-28	43,378	—	$0	165,640	SEC↗
Yuann Kevin	Chief Business Officer	A Award	2022-03-24	2022-03-28	34,246	—	$0	226,640	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-16	2022-03-17	10,000	$10.60	$106.0K	120,000	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-15	2022-03-16	10,000	$10.58	$105.8K	120,000	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-14	2022-03-16	10,000	$9.78	$97.8K	110,000	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-09	2022-03-10	13,794	$11.33	$156.3K	100,000	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-08	2022-03-10	25,100	$10.19	$255.8K	86,206	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	P Buy	2022-03-07	2022-03-08	61,106	$9.80	$598.8K	61,106	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2022-03-02	2022-03-04	869	$9.51	$8.3K	192,394	SEC↗
StClair Lauren	Chief Financial Officer	S Sale	2022-03-02	2022-03-04	19,369	$9.51	$184.2K	145,527	SEC↗
Gillease Kelly	Chief Marketing Officer	S Sale	2022-03-02	2022-03-04	2,927	$9.51	$27.8K	122,262	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise deriv	2022-01-18	2022-01-18	88	—	$0	35,186	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise	2022-01-18	2022-01-18	88	$14.00	$1.2K	125,189	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise deriv	2021-12-30	2022-01-04	9,803	—	$0	40,196	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise deriv	2021-12-30	2022-01-04	13,477	—	$0	266,523	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise deriv	2021-12-30	2022-01-04	7,054	—	$0	35,274	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise	2021-12-30	2022-01-04	13,477	$7.42	$100.0K	115,298	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise	2021-12-30	2022-01-04	7,054	$14.00	$98.8K	101,821	SEC↗
Gillease Kelly	Chief Marketing Officer	M Exercise	2021-12-30	2022-01-04	9,803	$10.20	$100.0K	125,101	SEC↗
Gillease Kelly	Chief Marketing Officer	S Sale	2021-12-02	2021-12-06	2,420	$15.99	$38.7K	94,767	SEC↗
Yuann Kevin	Chief Business Officer	S Sale	2021-12-02	2021-12-06	691	$15.99	$11.0K	193,263	SEC↗
ROBINSON JAMES D III	Director	C Conversion deriv	2021-11-08	2021-11-10	556,817	—	$0	0	SEC↗
ROBINSON JAMES D III	Director	C Conversion deriv	2021-11-08	2021-11-10	1,113,635	—	$0	0	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	16,190,811	—	$0	0	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	8,450,000	—	$0	8,450,000	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	2,639,121	—	$0	2,639,121	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	4,405,720	—	$0	4,405,720	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	16,190,811	—	$0	16,190,811	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	8,450,000	—	$0	0	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	2,639,121	—	$0	0	SEC↗
Chen Tim Chao-Ming	Chief Executive Officer	C Conversion deriv	2021-11-08	2021-11-10	4,405,720	—	$0	0	SEC↗
Innovius Capital GP I, LLC	10% Owner	C Conversion deriv	2021-11-08	2021-11-10	5,603	—	$0	0	SEC↗
Phelps Dennis B	10% Owner	C Conversion deriv	2021-11-08	2021-11-10	4,454,541	—	$0	0	SEC↗
ROBINSON JAMES D III	Director	C Conversion	2021-11-08	2021-11-10	556,817	—	$0	556,817	SEC↗
ROBINSON JAMES D III	Director	C Conversion	2021-11-08	2021-11-10	1,113,635	—	$0	1,113,635	SEC↗
Innovius Capital GP I, LLC	10% Owner	C Conversion	2021-11-08	2021-11-10	5,603	—	$0	5,209,366	SEC↗
Phelps Dennis B	10% Owner	C Conversion	2021-11-08	2021-11-10	4,454,541	—	$0	4,454,541	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-12-16	2014-12-17	170,000	—	$0	12,121,536	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-12-16	2014-12-17	30,854	—	$0	12,152,390	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-12-15	2014-12-17	400,000	—	$0	11,951,536	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-11-28	2014-12-02	250,000	—	$0	11,301,536	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-11-28	2014-12-02	250,000	—	$0	11,551,536	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-11-26	2014-12-02	249,141	—	$0	11,051,536	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-11-26	2014-12-02	490,000	—	$0	10,802,395	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-10-21	2014-10-22	120,168	$0.01	$1.2K	10,312,395	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-10-03	2014-10-08	250,000	$0.02	$5.0K	10,192,227	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-30	2014-10-01	44,200	$0.01	$442	9,942,227	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-29	2014-10-01	50,000	$0.02	$1.0K	9,898,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-12	2014-09-15	50,000	$0.02	$1.0K	9,848,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-11	2014-09-12	10,000	$0.01	$100	9,573,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-11	2014-09-12	225,000	$0.02	$4.5K	9,798,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-10	2014-09-12	50,000	$0.01	$500	9,413,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-10	2014-09-12	150,000	$0.02	$3.0K	9,563,027	SEC↗
HIRSCH RONALD	Chairman	P Buy	2014-09-10	2014-09-12	17,742	$0.01	$177	9,363,027	SEC↗
Beaty Ross J	10% Owner	P Buy deriv	2014-08-27	2014-08-29	200,000	—	$0	200,000	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2014-02-28	2014-03-03	0	$7500.00	$0	0	SEC↗
HIRSCH RONALD	Chairman	A Award deriv	2014-02-28	2014-03-04	0	$7500.00	$0	0	SEC↗
SEYMOUR STEPHEN	Director	D To issuer deriv	2013-07-18	2013-07-22	0	—	$0	0	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2013-07-18	2013-07-22	0	$75267.12	$0	0	SEC↗
HIRSCH RONALD	Chairman	D To issuer deriv	2013-07-18	2013-07-22	0	—	$0	0	SEC↗
HIRSCH RONALD	Chairman	A Award deriv	2013-07-18	2013-07-22	0	$89580.48	$0	0	SEC↗
HIRSCH RONALD	Chairman	D To issuer deriv	2013-07-18	2013-07-22	0	—	$0	0	SEC↗
Hamilton Douglas P	Director	A Award deriv	2012-12-31	2013-01-02	454,545	$0.02	$9.1K	1,989,414	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2012-12-31	2013-01-02	369,318	$0.02	$7.4K	1,602,763	SEC↗
Cook John F	Director	A Award deriv	2012-12-31	2013-01-02	369,318	$0.02	$7.4K	1,101,698	SEC↗
Hamilton Douglas P	Director	A Award deriv	2012-09-30	2012-10-01	210,526	$0.05	$10.5K	1,534,869	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2012-09-30	2012-10-01	171,053	$0.05	$8.6K	1,233,445	SEC↗
Cook John F	Director	A Award deriv	2012-09-30	2012-10-01	171,053	$0.05	$8.6K	732,380	SEC↗
HIRSCH RONALD	CHAIRMAN	P Buy	2012-09-14	2012-09-14	10,000	$0.05	$500	9,315,285	SEC↗
HIRSCH RONALD	CHAIRMAN	P Buy	2012-09-14	2012-09-14	5,000	$0.05	$250	9,320,285	SEC↗
HIRSCH RONALD	CHAIRMAN	P Buy	2012-09-14	2012-09-14	25,000	$0.05	$1.3K	9,345,285	SEC↗
HIRSCH RONALD	CHAIRMAN	P Buy	2012-09-12	2012-09-14	5,600	$0.05	$280	9,305,285	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2012-06-30	2012-07-03	154,762	$0.01	$1.5K	1,062,392	SEC↗
Cook John F	Director	A Award deriv	2012-06-30	2012-07-03	154,762	$0.05	$7.7K	561,327	SEC↗
Hamilton Douglas P	Director	A Award deriv	2012-06-30	2012-07-03	190,476	$0.05	$9.5K	1,324,343	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-06-20	2012-06-22	25,000	$0.05	$1.3K	9,299,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-06-20	2012-06-22	25,000	$0.05	$1.3K	9,274,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-06-19	2012-06-22	50,000	$0.05	$2.5K	9,244,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-06-19	2012-06-22	5,000	$0.05	$250	9,249,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-06-04	2012-06-07	10,000	$0.05	$500	9,194,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-05-31	2012-06-04	35,000	$0.05	$1.8K	9,174,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-05-31	2012-06-04	25,000	$0.05	$1.3K	9,139,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-05-31	2012-06-04	10,000	$0.05	$500	9,184,685	SEC↗
Cook John F	Director	A Award deriv	2012-03-31	2012-04-03	95,588	$0.09	$8.6K	406,565	SEC↗
Hamilton Douglas P	Director	A Award deriv	2012-03-31	2012-04-03	117,647	$0.09	$10.6K	1,133,867	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2012-03-31	2012-04-03	95,588	$0.09	$8.6K	907,630	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-03-16	2012-03-20	25,000	$0.05	$1.3K	9,114,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-03-07	2012-03-08	1,000	$0.05	$50	8,778,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-03-06	2012-03-08	50,000	$0.05	$2.5K	8,777,685	SEC↗
HIRSCH RONALD	Chairman	P Buy	2012-03-06	2012-03-08	50,000	$0.05	$2.5K	9,003,685	SEC↗
Cook John F	Director	A Award deriv	2011-12-31	2012-01-03	112,847	$0.07	$7.9K	310,977	SEC↗
SEYMOUR STEPHEN	Director	A Award deriv	2011-12-31	2012-01-03	112,847	$0.07	$7.9K	812,042	SEC↗